August 03, 2018
Most people think that once a divorce settlement is signed, the financial connections between spouses...
April 10, 2018
For most financial advisers, the perplexing concept of "non-monied" might be something to instinctively avoid....
February 15, 2018
There are many factors that a divorcing couple and their advisors take into consideration when...
December 27, 2017
During and after divorce, an experienced financial planner can help to ensure that your financial...
October 20, 2017
Consider Hiring a Financial Advisor When Preparing Finances For Divorce: No, I’m not going to...
August 03, 2017
Couples in the throes of divorce settlement negotiations must address both the concrete and the...
December 04, 2016
Marriage, it's said, comes and goes, but divorce is forever. Evidence of that can be...
October 26, 2020
Our Director of Trust Services, Joan Bozek, shares the importance of personal risk management. View...
July 09, 2020
"Promoting Michael and bringing Joannie on board reflects Clarfeld’s steadfast commitment to expanding our world-class...
June 16, 2020
The strategy when planning with GRATs is to capitalize on their very favorable quality of...
August 21, 2017
WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address...
August 14, 2017
Jose Reynoso used a New York state decanting statute to transfer the trust assets into...
June 28, 2017
Donna Cuiffo, managing director at Clarfeld Financial Advisors, a $6 billion multi-family office, said it...
May 02, 2017
Part of Overall Estate PlanningWhatever the benefits, many experts stress that survivorship insurance must be...
August 25, 2020
Forbes magazine has named Rob Clarfeld, Founder and Executive Chairman of Clarfeld Citizens Private Wealth,...
December 26, 2019
"As a financial advisor, at the start of a new client relationship, I assess the...
July 31, 2018
Our managing director and CIO Michael Hans met with The Street and Steve Chiavarone of...
May 30, 2018
The current status, and even the history of women in financial services, is just a...
May 29, 2018
A lack of communication within a family can pave the way for conflict. An advisor...
May 08, 2018
Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, on markets and current allocation strategy....
November 22, 2017
Inventor and TV pitchman Ron Popeil became famous for his Ronco rotisserie oven, selling well...
November 01, 2017
"First and foremost, there has to be a need for life insurance," says Nelson Rivera,...
April 07, 2017
Increasing revenue at an advisory firm while reinforcing the value proposition is hard work.Absent the...
February 02, 2021
Chief Investment Officer, Michael Hans shares his 2021 market outlook on Bloomberg Markets: The Open....
December 17, 2020
Chief Investment Officer, Michael Hans, joins discussions on Bloomberg Markets: The Open, to share his...
December 03, 2020
Our CIO, Michael Hans, joins Bloomberg Markets: The Close, to discuss market outlook and the implications...
September 15, 2020
Barron’s has given us the honorable recognition as one of the “Top 100 RIA Firms”...
August 20, 2020
Clarfeld is honored to share that we have been ranked #88 in Financial Advisor Magazine’s...
August 18, 2020
Our CIO, Michael Hans discusses moving markets with Joy Wiltermuth and Mark Decambre of MarketWatch...
July 22, 2020
Michael Hans, CIO at Clarfeld Citizens Private Wealth, joins Yahoo Finance’s The First Trade with...
July 16, 2020
In a recent interview, our CIO Michael Hans joins discussions with Fred Imbert of CNBC...
July 09, 2020
"Promoting Michael and bringing Joannie on board reflects Clarfeld’s steadfast commitment to expanding our world-class...
March 02, 2020
"I’m an unapologetic asset allocator and I have been recommending that clients not change their...
January 09, 2020
Wall Street Journal- Less than half of ETFs experience asset growth; a ranking tool raises...
December 31, 2019
Recognize that that throughout history investors have been searching for the single predictor of market...
December 27, 2019
In a recent "Bloomberg The Open" segment, Michael Hans discussed year-end tax loss selling following...
November 15, 2019
Clarfeld's CIO, Michael Hans, joins discussions on The Open to share his perspective on the...
November 04, 2019
TARRYTOWN, N.Y., Nov. 4, 2019 /PRNewswire/ --Clarfeld has announced that it is further deepening its...
October 04, 2019
Wall Street Journal- Anticipation of sharper growth slowdown pushes investors to bet policy makers will...
September 12, 2019
Our CIO, Michael Hans, joins discussions about the European Central Bank's latest stimulus plan of...
August 19, 2019
Wall Street Journal features Michael Hans, Chief Investment Officer of Clarfeld Citizens Private Wealth, to...
August 09, 2019
Clarfeld/Citizens Private Wealth CIO, Michael Hans, shares his views on trade and global economic outlook...
August 08, 2019
In a recent New York Times feature, Michael Hans, Chief Investment Officer of Clarfeld Citizens...
July 25, 2019
Clarfeld Chief Investment Office, Michael Hans was recently named to the list of Forbes Next-Gen...
July 12, 2019
Featured on Bloomberg Markets: The Open, Michael Hans discusses whether equities and bonds are diverging...
June 06, 2019
The New York Times recently featured Matthew Ruffalo CFA CFP, member of Clarfeld's Investment Policy...
May 14, 2019
CIO, Michael Hans, joins Bloomberg Markets: The Open, to discuss headline risk and how shareholders...
April 24, 2019
Our CIO, Michael Hans, debates potential outcomes of the current market rally with Krishna Memani,...
April 24, 2019
Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, discusses his market outlook and asset...
April 11, 2019
Clarfeld's Managing Director and Chief Investment Officer, Michael Hans, joins CNBC's Power Lunch to discuss...
November 27, 2018
"People have been paying attention to the global slowdown for foreign markets all year," Mr....
October 23, 2018
On Bloomberg Daybreak Asia, our Chief Investment Officer, Michael Hans, discussed why it is important...
October 18, 2018
Clarfeld's Chief Investment Officer, Michael Hans, discussed how recent market volatility is an opportune time...
September 20, 2018
In an effort to simplify tax law, the TCJA changed the rules around the "kiddie...
September 10, 2018
Clarfeld's Managing Director and Chief Investment Officer Michael Hans talks with Kathleen Hays and Rshaad...
August 27, 2018
Becoming too emotionally attached to investments can result in irrationally clinging to an asset longer...
July 31, 2018
Our managing director and CIO Michael Hans met with The Street and Steve Chiavarone of...
July 17, 2018
The 4.2% plunge in U.S. oil prices Monday was the latest sign that the dynamics...
June 22, 2018
Investment volatility continues as the U.S. and China impending trade conflict causes stocks to fall...
May 16, 2018
Investors have been focused recently on worries over rising inflation and interest rates pushing up...
May 10, 2018
Michael Hans, Clarfeld Financial Advisors; Mathew Cheslock, Virtu Financial; and CNBC's Rick Santelli discuss what...
May 09, 2018
Clarfeld Financial Advisors' CIO tells Reuters' Fred Katayama financial and tech stocks can take this...
May 08, 2018
Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, on markets and current allocation strategy....
April 19, 2018
U.S. stocks fell on Thursday, as technology stocks from Apple to chipmakers declined following a...
March 27, 2018
Equities rallied sharply on Monday after the Wall Street Journal reported that U.S. and Chinese...
March 26, 2018
Clarfeld Financial Advisors' Chief Investment Officer offers tips on how to position fixed income portfolios...
March 21, 2018
U.S. stocks erased gains and closed lower Wednesday after the Federal Reserve raised interest rates...
March 05, 2018
Michael Hans, our CIO, dropped by CNBC’s Closing Bell on Monday, March 5 to discuss...
February 09, 2018
As trials by fire go, there probably couldn't have been a better script for Jerome...
February 08, 2018
Michael Hans, Chief Investment Officer at New York City-based Clarfeld Financial Advisors, said that his...
January 29, 2018
The Wall Street Journal - U.S. stock indexes retreated from record highs Monday, weighed down...
December 19, 2017
Ahead of year-end, Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, discusses the current...
November 20, 2017
Don’t blindly sell stocks to rebalance your portfolio in light of the global rally, Clarfeld...
September 15, 2017
Investment managers these days come in all shapes and forms: active mutual fund managers, steeply...
August 17, 2017
Clarfeld CIO Michael Hans recently appeared on a Masterclass roundtable panel for Asset TV discussing...
August 17, 2017
The Journal of Financial Planning: The Endowment Effect: Why Executives Love Their Company’s StockIn the...
August 01, 2017
We often become so obsessed with the portrayal of personal investing as a product or...
May 09, 2017
On May 9, 2017, Clarfeld’s Chief Investment Officer, Michael Hans, participated in a panel discussion...
May 08, 2017
On May 8, 2017, Clarfeld Financial Advisors was honored by the Third Street Music School’s...
April 07, 2017
Stocks trapped in a narrow trading range this Tuesday with a slight negative bias. With...
December 28, 2016
If 2016 has taught us anything, it is that investors should expect the unexpected. This...
December 10, 2020
Cindy Ostrager, our Director of Tax, was featured in Bloomberg Wealth to discuss her views...
October 26, 2020
Our Chief Administrative Officer and Chief Compliance Officer, Joy Soodik, is interviewed by Yes She...
September 15, 2020
Barron’s has given us the honorable recognition as one of the “Top 100 RIA Firms”...
August 25, 2020
Forbes magazine has named Rob Clarfeld, Founder and Executive Chairman of Clarfeld Citizens Private Wealth,...
August 20, 2020
Clarfeld is honored to share that we have been ranked #88 in Financial Advisor Magazine’s...
January 13, 2020
Clarfeld | Citizens Private Wealth, a subsidiary of Citizens Bank, has named Rick Suarez to...
July 01, 2019
Clarfeld Financial Advisors has once again been named to the Financial Times 300 Top Registered...
April 04, 2019
Our Chief Administrative Officer and Chief Compliance Officer, Joy Soodik, was honored by Yes She...
September 26, 2018
Our Chief Compliance Officer, Joy Soodik, discusses how she builds a diverse network of candidates...
May 30, 2018
The current status, and even the history of women in financial services, is just a...
May 29, 2018
A lack of communication within a family can pave the way for conflict. An advisor...
February 09, 2018
Clarfeld sponsored the Band of Parents and Garden of Dreams Foundation's 5th Annual "Play Like...
December 25, 2017
Experienced investors, however, know it's exactly when everything is going right that the most can...
November 15, 2017
Clarfeld Financial Advisors’ Director of Investment Services, Anthony Schembri speaks at the Charles Schwab Impact...
October 10, 2017
Forbes magazine has named Rob Clarfeld, founder and CEO of Clarfeld Financial Advisors, to its...
October 03, 2017
On October 3, 2017, Rob Clarfeld spoke on a panel at the Barron’s Tri-State Regional...
September 27, 2017
We are humbled and honored to be ranked, for the ninth consecutive year, as one...
August 07, 2017
Congratulations to Clarfeld Financial Advisors’ Managing Director and Chief Investment Officer Michael Hans, who has...
July 05, 2017
We are delighted to share that Clarfeld Financial Advisors has been ranked #34 on Financial...
June 22, 2017
TARRYTOWN —June 22, 2017 — Clarfeld Financial Advisors has been named to the 2017 FT...
April 07, 2017
Like the corner office he occupies on the third floor of a modern office building...
March 24, 2017
On March 24, 2017, Rob Clarfeld presented and moderated a panel discussion on intergenerational wealth...
December 10, 2020
Cindy Ostrager, our Director of Tax, was featured in Bloomberg Wealth to discuss her views...
October 05, 2020
Our Executive Chairman, Rob Clarfeld, discusses factors many people consider when changing their domicile. He...
September 24, 2020
Senior Managing Director, Donna Cuiffo states "While it may have been an easy decision to change...
September 08, 2020
Cindy Ostrager, Director of Tax at Clarfeld Citizens Private Wealth, shares insight with Financial Advisor...
January 13, 2020
Clarfeld | Citizens Private Wealth is pleased to provide you with this timely news regarding...
September 23, 2019
Donna Cuiffo, CPA, Managing Director, Senior Tax Partner and CFO is featured in Financial Advisor...
August 20, 2019
The potential savings in state taxes achieved by changing one's domicile is quantifiable and generally...
April 11, 2019
The Tax Cuts and Jobs Act (TCJA) had no impact on the long-standing opportunity for...
April 01, 2019
Many taxpayers mistakenly believe that there is no longer an available deduction for charitable contributions....
March 19, 2019
Clarfeld's Chief Financial Officer & Senior Tax Partner, Donna Cuiffo, addresses questions from Yahoo Finance...
October 10, 2018
Donna Cuiffo, Chief Financial Officer and Senior Tax Partner at Clarfeld discusses tax filing extensions...
September 20, 2018
In an effort to simplify tax law, the TCJA changed the rules around the "kiddie...
May 07, 2018
If you're considering buying a second home, there are a number of financial considerations, including...
October 30, 2017
When it comes to tax planning and your investments, it can be difficult to know...
October 12, 2017
"Generally, retirement questions focus on 401(k)s and IRAs since that is a big taxable pool...
September 07, 2017
"As President Donald Trump moves into campaigning for tax cuts, advisors closely monitoring political developments...
March 01, 2017
The next step is maintaining careful documentation of a client’s travels. Much of this responsibility...
February 15, 2017
For business travelers, some states will “tax you if you just stop to fill up...
February 02, 2021
Chief Investment Officer, Michael Hans shares his 2021 market outlook on Bloomberg Markets: The Open....
December 17, 2020
Chief Investment Officer, Michael Hans, joins discussions on Bloomberg Markets: The Open, to share his...
December 10, 2020
Cindy Ostrager, our Director of Tax, was featured in Bloomberg Wealth to discuss her views...
December 03, 2020
Our CIO, Michael Hans, joins Bloomberg Markets: The Close, to discuss market outlook and the implications...
October 26, 2020
Our Director of Trust Services, Joan Bozek, shares the importance of personal risk management. View...
October 26, 2020
Our Chief Administrative Officer and Chief Compliance Officer, Joy Soodik, is interviewed by Yes She...
October 05, 2020
Our Executive Chairman, Rob Clarfeld, discusses factors many people consider when changing their domicile. He...
September 24, 2020
Senior Managing Director, Donna Cuiffo states "While it may have been an easy decision to change...
September 15, 2020
Barron’s has given us the honorable recognition as one of the “Top 100 RIA Firms”...
September 08, 2020
Cindy Ostrager, Director of Tax at Clarfeld Citizens Private Wealth, shares insight with Financial Advisor...
August 25, 2020
Forbes magazine has named Rob Clarfeld, Founder and Executive Chairman of Clarfeld Citizens Private Wealth,...
August 20, 2020
Clarfeld is honored to share that we have been ranked #88 in Financial Advisor Magazine’s...
August 18, 2020
Our CIO, Michael Hans discusses moving markets with Joy Wiltermuth and Mark Decambre of MarketWatch...
July 22, 2020
Michael Hans, CIO at Clarfeld Citizens Private Wealth, joins Yahoo Finance’s The First Trade with...
July 16, 2020
In a recent interview, our CIO Michael Hans joins discussions with Fred Imbert of CNBC...
July 09, 2020
"Promoting Michael and bringing Joannie on board reflects Clarfeld’s steadfast commitment to expanding our world-class...
June 16, 2020
The strategy when planning with GRATs is to capitalize on their very favorable quality of...
March 02, 2020
"I’m an unapologetic asset allocator and I have been recommending that clients not change their...
January 13, 2020
Clarfeld | Citizens Private Wealth, a subsidiary of Citizens Bank, has named Rick Suarez to...
January 13, 2020
Clarfeld | Citizens Private Wealth is pleased to provide you with this timely news regarding...
January 09, 2020
Wall Street Journal- Less than half of ETFs experience asset growth; a ranking tool raises...
December 31, 2019
Recognize that that throughout history investors have been searching for the single predictor of market...
December 27, 2019
In a recent "Bloomberg The Open" segment, Michael Hans discussed year-end tax loss selling following...
December 26, 2019
"As a financial advisor, at the start of a new client relationship, I assess the...
November 15, 2019
Clarfeld's CIO, Michael Hans, joins discussions on The Open to share his perspective on the...
November 04, 2019
TARRYTOWN, N.Y., Nov. 4, 2019 /PRNewswire/ --Clarfeld has announced that it is further deepening its...
October 04, 2019
Wall Street Journal- Anticipation of sharper growth slowdown pushes investors to bet policy makers will...
September 23, 2019
Donna Cuiffo, CPA, Managing Director, Senior Tax Partner and CFO is featured in Financial Advisor...
September 12, 2019
Our CIO, Michael Hans, joins discussions about the European Central Bank's latest stimulus plan of...
August 20, 2019
The potential savings in state taxes achieved by changing one's domicile is quantifiable and generally...
August 19, 2019
Wall Street Journal features Michael Hans, Chief Investment Officer of Clarfeld Citizens Private Wealth, to...
August 09, 2019
Clarfeld/Citizens Private Wealth CIO, Michael Hans, shares his views on trade and global economic outlook...
August 08, 2019
In a recent New York Times feature, Michael Hans, Chief Investment Officer of Clarfeld Citizens...
July 25, 2019
Clarfeld Chief Investment Office, Michael Hans was recently named to the list of Forbes Next-Gen...
July 12, 2019
Featured on Bloomberg Markets: The Open, Michael Hans discusses whether equities and bonds are diverging...
July 01, 2019
Clarfeld Financial Advisors has once again been named to the Financial Times 300 Top Registered...
June 06, 2019
The New York Times recently featured Matthew Ruffalo CFA CFP, member of Clarfeld's Investment Policy...
May 14, 2019
CIO, Michael Hans, joins Bloomberg Markets: The Open, to discuss headline risk and how shareholders...
April 24, 2019
Our CIO, Michael Hans, debates potential outcomes of the current market rally with Krishna Memani,...
April 24, 2019
Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, discusses his market outlook and asset...
April 11, 2019
Clarfeld's Managing Director and Chief Investment Officer, Michael Hans, joins CNBC's Power Lunch to discuss...
April 11, 2019
The Tax Cuts and Jobs Act (TCJA) had no impact on the long-standing opportunity for...
April 04, 2019
Our Chief Administrative Officer and Chief Compliance Officer, Joy Soodik, was honored by Yes She...
April 01, 2019
Many taxpayers mistakenly believe that there is no longer an available deduction for charitable contributions....
March 19, 2019
Clarfeld's Chief Financial Officer & Senior Tax Partner, Donna Cuiffo, addresses questions from Yahoo Finance...
November 27, 2018
"People have been paying attention to the global slowdown for foreign markets all year," Mr....
October 23, 2018
On Bloomberg Daybreak Asia, our Chief Investment Officer, Michael Hans, discussed why it is important...
October 18, 2018
Clarfeld's Chief Investment Officer, Michael Hans, discussed how recent market volatility is an opportune time...
October 10, 2018
Donna Cuiffo, Chief Financial Officer and Senior Tax Partner at Clarfeld discusses tax filing extensions...
September 26, 2018
Our Chief Compliance Officer, Joy Soodik, discusses how she builds a diverse network of candidates...
September 20, 2018
In an effort to simplify tax law, the TCJA changed the rules around the "kiddie...
September 10, 2018
Clarfeld's Managing Director and Chief Investment Officer Michael Hans talks with Kathleen Hays and Rshaad...
August 27, 2018
Becoming too emotionally attached to investments can result in irrationally clinging to an asset longer...
August 03, 2018
Most people think that once a divorce settlement is signed, the financial connections between spouses...
July 31, 2018
Our managing director and CIO Michael Hans met with The Street and Steve Chiavarone of...
July 17, 2018
The 4.2% plunge in U.S. oil prices Monday was the latest sign that the dynamics...
June 22, 2018
Investment volatility continues as the U.S. and China impending trade conflict causes stocks to fall...
May 30, 2018
The current status, and even the history of women in financial services, is just a...
May 29, 2018
A lack of communication within a family can pave the way for conflict. An advisor...
May 16, 2018
Investors have been focused recently on worries over rising inflation and interest rates pushing up...
May 10, 2018
Michael Hans, Clarfeld Financial Advisors; Mathew Cheslock, Virtu Financial; and CNBC's Rick Santelli discuss what...
May 09, 2018
Clarfeld Financial Advisors' CIO tells Reuters' Fred Katayama financial and tech stocks can take this...
May 08, 2018
Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, on markets and current allocation strategy....
May 07, 2018
If you're considering buying a second home, there are a number of financial considerations, including...
April 19, 2018
U.S. stocks fell on Thursday, as technology stocks from Apple to chipmakers declined following a...
April 10, 2018
For most financial advisers, the perplexing concept of "non-monied" might be something to instinctively avoid....
March 27, 2018
Equities rallied sharply on Monday after the Wall Street Journal reported that U.S. and Chinese...
March 26, 2018
Clarfeld Financial Advisors' Chief Investment Officer offers tips on how to position fixed income portfolios...
March 21, 2018
U.S. stocks erased gains and closed lower Wednesday after the Federal Reserve raised interest rates...
March 05, 2018
Michael Hans, our CIO, dropped by CNBC’s Closing Bell on Monday, March 5 to discuss...
February 15, 2018
There are many factors that a divorcing couple and their advisors take into consideration when...
February 09, 2018
As trials by fire go, there probably couldn't have been a better script for Jerome...
February 09, 2018
Clarfeld sponsored the Band of Parents and Garden of Dreams Foundation's 5th Annual "Play Like...
February 08, 2018
Michael Hans, Chief Investment Officer at New York City-based Clarfeld Financial Advisors, said that his...
January 29, 2018
The Wall Street Journal - U.S. stock indexes retreated from record highs Monday, weighed down...
December 27, 2017
During and after divorce, an experienced financial planner can help to ensure that your financial...
December 25, 2017
Experienced investors, however, know it's exactly when everything is going right that the most can...
December 19, 2017
Ahead of year-end, Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, discusses the current...
November 22, 2017
Inventor and TV pitchman Ron Popeil became famous for his Ronco rotisserie oven, selling well...
November 20, 2017
Don’t blindly sell stocks to rebalance your portfolio in light of the global rally, Clarfeld...
November 15, 2017
Clarfeld Financial Advisors’ Director of Investment Services, Anthony Schembri speaks at the Charles Schwab Impact...
November 01, 2017
"First and foremost, there has to be a need for life insurance," says Nelson Rivera,...
October 30, 2017
When it comes to tax planning and your investments, it can be difficult to know...
October 20, 2017
Consider Hiring a Financial Advisor When Preparing Finances For Divorce: No, I’m not going to...
October 12, 2017
"Generally, retirement questions focus on 401(k)s and IRAs since that is a big taxable pool...
October 10, 2017
Forbes magazine has named Rob Clarfeld, founder and CEO of Clarfeld Financial Advisors, to its...
October 03, 2017
On October 3, 2017, Rob Clarfeld spoke on a panel at the Barron’s Tri-State Regional...
September 27, 2017
We are humbled and honored to be ranked, for the ninth consecutive year, as one...
September 15, 2017
Investment managers these days come in all shapes and forms: active mutual fund managers, steeply...
September 07, 2017
"As President Donald Trump moves into campaigning for tax cuts, advisors closely monitoring political developments...
August 21, 2017
WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address...
August 17, 2017
Clarfeld CIO Michael Hans recently appeared on a Masterclass roundtable panel for Asset TV discussing...
August 17, 2017
The Journal of Financial Planning: The Endowment Effect: Why Executives Love Their Company’s StockIn the...
August 14, 2017
Jose Reynoso used a New York state decanting statute to transfer the trust assets into...
August 07, 2017
Congratulations to Clarfeld Financial Advisors’ Managing Director and Chief Investment Officer Michael Hans, who has...
August 03, 2017
Couples in the throes of divorce settlement negotiations must address both the concrete and the...
August 01, 2017
We often become so obsessed with the portrayal of personal investing as a product or...
July 05, 2017
We are delighted to share that Clarfeld Financial Advisors has been ranked #34 on Financial...
June 28, 2017
Donna Cuiffo, managing director at Clarfeld Financial Advisors, a $6 billion multi-family office, said it...
June 22, 2017
TARRYTOWN —June 22, 2017 — Clarfeld Financial Advisors has been named to the 2017 FT...
May 09, 2017
On May 9, 2017, Clarfeld’s Chief Investment Officer, Michael Hans, participated in a panel discussion...
May 08, 2017
On May 8, 2017, Clarfeld Financial Advisors was honored by the Third Street Music School’s...
May 02, 2017
Part of Overall Estate PlanningWhatever the benefits, many experts stress that survivorship insurance must be...
April 07, 2017
Increasing revenue at an advisory firm while reinforcing the value proposition is hard work.Absent the...
April 07, 2017
Stocks trapped in a narrow trading range this Tuesday with a slight negative bias. With...
April 07, 2017
Like the corner office he occupies on the third floor of a modern office building...
March 24, 2017
On March 24, 2017, Rob Clarfeld presented and moderated a panel discussion on intergenerational wealth...
March 01, 2017
The next step is maintaining careful documentation of a client’s travels. Much of this responsibility...
February 15, 2017
For business travelers, some states will “tax you if you just stop to fill up...
December 28, 2016
If 2016 has taught us anything, it is that investors should expect the unexpected. This...
December 04, 2016
Marriage, it's said, comes and goes, but divorce is forever. Evidence of that can be...
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see Important Disclosure* as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Clarfeld did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Clarfeld by any of its clients. ANY QUESTIONS: Clarfeld’s Chief Compliance Officer, Joy Soodik, remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.